Patrick Lovell in

Patrick Lovell

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Managing Partner at 1817 Wealth Management
📍 Atlanta, Georgia, United States

Patrick Lovell is the Managing Partner at 1817 Wealth Management, operating under the Wells Fargo Advisors Financial Network. He has prior experience as a First Vice President at both Wells Fargo Advisors and UBS. His practice concentrates on creating customized investment plans and estate planning strategies for a niche clientele of plaintiff attorneys and individuals receiving legal settlements.

He is an alumnus of the University of Memphis.

He has a unique professional focus on market-based structured settlements, providing targeted financial advice and portfolio management for recipients of legal awards.

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Experience
24 Years
Current Role
Managing Partner
Location
Atlanta, Georgia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Patrick cares about

Legal Settlements
His practice has a dedicated focus on serving plaintiff attorneys and individuals receiving legal settlements, tailoring investment plans to their unique circumstances.
Investment Advice
He is dedicated to providing clients with targeted, comprehensive investment advice and frequently shares insights from the Wells Fargo Investment Institute.
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Career

Work history

6-2023
Managing Partner
1817 Wealth Management
12-2007 - 6-2023
First Vice President Wealth Management
Wells Fargo Advisors
7-2001 - 12-2007
First Vice President, Investments
UBS
In the press

Media appearances

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Education
Education details unavailable
University of Memphis
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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